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Monday, February 7, 2022

Barclays Analyst Is 'Negatively Biased' On Kodiak Sciences

 Barclays has lowered the firm's price target on Kodiak Sciences Inc 

 to $50 from $81 and keeps an Underweight rating on the shares, representing an almost 20% downside.

  • The analyst dropped the price target to reflect a lower probability of success and lower peak penetrations.
  • After conducting a "deep dive" ahead of the "binary catalyst: of the KSI- 301 Phase 2/3 DAZZLE study in wet macular degeneration in late Q1, analyst Gena Wang continues to be "negatively biased." 
  • Last week, the Company completed enrollment in its GLEAM and GLIMMER Phase 3 trials of KSI-301, Kodiak's anti-VEGF antibody biopolymer conjugate, in diabetic macular edema (DME). 
  • The Company says topline data from the DAZZLE trial is expected this quarter and mid-year for BEACON.
  • KSI-301 is an investigational anti-VEGF therapy built on Kodiak's Antibody Biopolymer Conjugate (ABC) Platform. It is designed to maintain potent and effective drug levels in ocular tissues for longer than available agents. 

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